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- Francis Kosteliz
Francis Kosteliz
- Name
- Francis Kosteliz
- ID
- 320154
- ABN
- –
- First Provided Advice
- 2006
- Restrictions
- Excluding Self Managed Superannuation Funds
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2006 - Bachelor of Business - - The University of Newcastle
- 2008 - Diploma of Financial Services (Financial Planning) - - Kaplan Education Pty Ltd (formerly Tribeca)
- 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education
- 2014 - Statement of Attainment - SMSF - - Kaplan Education Pty Ltd
- 2016 - MBA - Masters Degree (AQF 9) - University of Newcastle
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Matrix Planning Solutions Limited (#238256)
- Commenced
- May 21, 2019
- Ceased
- Aug. 31, 2020
- Status
- Current
- Licence Holder
- Lfg Financial Services ltd (#227096)
- Commenced
- Sept. 4, 2020
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Affinia Financial Advisers Limited (#237857)
- Commenced
- Sept. 15, 2017
- Ceased
- May 20, 2019
- Status
- Ceased
- Licence Holder
- Charter Financial Planning Limited (#234665)
- Commenced
- Aug. 1, 2012
- Ceased
- Dec. 17, 2013
- Status
- Ceased
- Licence Holder
- Gwm Adviser Services Pty Ltd (#230692)
- Commenced
- Dec. 22, 2009
- Ceased
- Oct. 27, 2011
- Status
- Ceased
- Licence Holder
- Jigsaw Support Services Pty Limited (#234663)
- Commenced
- Nov. 30, 2007
- Ceased
- Oct. 22, 2008
- Status
- Ceased
- Licence Holder
- RI Advice Group Pty Ltd (#238429)
- Commenced
- Dec. 18, 2013
- Ceased
- Dec. 2, 2014
- Status
- Ceased
- Licence Holder
- Westpac Banking Corporation (#233714)
- Commenced
- Sept. 1, 2015
- Ceased
- July 13, 2017